Purchases and Sales Made in Q4 2022 in Vanguard Dividend Appreciation (VIG)
This table provides information about the institutional ownership of Vanguard Dividend Appreciation (VIG) during Q4 2022. The information is specifically focused on institutions that hold shares of VANGUARD DIVIDEND APPRECIATION.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
114New |
$16.5K - $18.1K
|
114
$20.8K
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
BUY
|
- |
112+ 4.78% |
$16.2K - $17.8K
|
2.45K
$447K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
109New |
$15.8K - $17.3K
|
109
$19.9K
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
107+ 5.04% |
$15.5K - $17K
|
2.23K
$406K
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
105New |
$15.2K - $16.7K
|
105
$19.1K
|
|
Jan 19, 2023
Q4 2022
|
Round Rock Advisors, LLC
|
BUY
|
- |
105+ 0.83% |
$15.2K - $16.7K
|
12.8K
$2.33M
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
105+ 2.8% |
$15.2K - $16.7K
|
3.86K
$703K
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
103+ 3.75% |
$14.9K - $16.3K
|
2.85K
$519K
|
|
Feb 21, 2023
Q4 2022
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
103+ 5.74% |
$14.9K - $16.3K
|
1.9K
$345K
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
101+ 0.63% |
$14.6K - $16K
|
16.1K
$2.94M
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
98+ 0.74% |
$14.2K - $15.6K
|
13.3K
$2.42M
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
98+ 4.8% |
$14.2K - $15.6K
|
2.14K
$390K
|
|
Feb 13, 2023
Q4 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
97+ 1.61% |
$14K - $15.4K
|
6.13K
$1.12M
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
90+ 3.9% |
$13K - $14.3K
|
2.4K
$436K
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
89New |
$12.9K - $14.1K
|
89
$16.2K
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
86+ 0.54% |
$12.5K - $13.6K
|
15.9K
$2.9M
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
85+ 1.72% |
$12.3K - $13.5K
|
5.02K
$914K
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
84+ 1.01% |
$12.2K - $13.3K
|
8.39K
$1.53M
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
84+ 2.52% |
$12.2K - $13.3K
|
3.42K
$623K
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
84+ 1.43% |
$12.2K - $13.3K
|
5.94K
$1.08M
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
80+ 0.4% |
$11.6K - $12.7K
|
19.8K
$3.61M
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
77+ 6.44% |
$11.2K - $12.2K
|
1.27K
$232K
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
77+ 0.54% |
$11.2K - $12.2K
|
14.4K
$2.62M
|
|
Jan 25, 2023
Q4 2022
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
73+ 0.38% |
$10.6K - $11.6K
|
19.1K
$3.49M
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
72+ 2.28% |
$10.4K - $11.4K
|
3.23K
$588K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
72New |
$10.4K - $11.4K
|
72
$13.1K
|
|
Feb 13, 2023
Q4 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
72+ 2.6% |
$10.4K - $11.4K
|
2.84K
$518K
|
|
Feb 14, 2023
Q4 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
72+ 0.19% |
$10.4K - $11.4K
|
37.5K
$6.83M
|
|
Feb 01, 2023
Q4 2022
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
70+ 0.68% |
$10.1K - $11.1K
|
10.4K
$1.89M
|
|
Feb 15, 2023
Q4 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
68+ 0.58% |
$9.85K - $10.8K
|
11.8K
$2.16M
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
66+ 0.11% |
$9.56K - $10.5K
|
59.4K
$10.8M
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
66+ 2.04% |
$9.56K - $10.5K
|
3.3K
$601K
|
|
Jan 13, 2023
Q4 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
65+ 2.6% |
$9.41K - $10.3K
|
2.57K
$468K
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
65+ 0.8% |
$9.41K - $10.3K
|
8.15K
$1.48M
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
65+ 1.32% |
$9.41K - $10.3K
|
5K
$911K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
64+ 1.45% |
$9.27K - $10.2K
|
4.46K
$813K
|
|
Jan 19, 2023
Q4 2022
|
Seelaus Asset Management LLC
|
BUY
|
- |
62+ 3.27% |
$8.98K - $9.84K
|
1.96K
$357K
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
60+ 0.72% |
$8.69K - $9.52K
|
8.42K
$1.53M
|
|
Jan 12, 2023
Q4 2022
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
59+ 0.2% |
$8.55K - $9.36K
|
29.6K
$5.39M
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
56New |
$8.11K - $8.89K
|
56
$10.2K
|
|
Feb 06, 2023
Q4 2022
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
56+ 0.55% |
$8.11K - $8.89K
|
10.2K
$1.86M
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
56+ 1.34% |
$8.11K - $8.89K
|
4.24K
$772K
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
BUY
|
- |
55+ 1.78% |
$7.97K - $8.73K
|
3.14K
$572K
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
55+ 0.2% |
$7.97K - $8.73K
|
27.2K
$4.95M
|
|
Jan 18, 2023
Q4 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
54+ 1.65% |
$7.82K - $8.57K
|
3.33K
$607K
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
54New |
$7.82K - $8.57K
|
54
$9.84K
|
|
Feb 13, 2023
Q4 2022
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
53+ 0.56% |
$7.68K - $8.41K
|
9.54K
$1.74M
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
50+ 2.77% |
$7.24K - $7.94K
|
1.86K
$338K
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
50+ 1.25% |
$7.24K - $7.94K
|
4.05K
$737K
|
|
Feb 13, 2023
Q4 2022
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
48+ 0.22% |
$6.95K - $7.62K
|
21.7K
$3.96M
|